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Dashboard

The dashboard shows today’s bookings, customers waiting or in progress, work that needs attention, sales totals, and the team schedule. It adjusts for solo and studio accounts, enabled features, current activity, and your permissions.

The day’s status comes from your schedules: the current opening or closing time, appointments left today, customers waiting or in progress, and booking requests. Closed days include the next opening time.

Dashboard data updates automatically when something changes on another device; a dropped connection reconnects on its own and can be refreshed manually.

Use today’s bookings to approve requests, collect deposits, and begin booked visits. Begin visit requires any expected release forms before work starts. A booking can be marked No-show once its time has arrived and no visit has started.

Pending requests need approval before they become confirmed bookings. Declining a request requires a reason. See booking statuses and deposit approval.

Waiting room, called In line on a solo account, includes customers who signed in but have not started. Services from one visit stay grouped, so five piercings appear as one customer rather than five entries. Scheduled visits show the time remaining until the appointment or how late it is; walk-ins show their wait time.

Use Assign to give unassigned work to an artist. REV23 offers only artists whose skills cover the services. Use Review to open Form Review for an assigned visit. Users with skills can switch these lists between Mine and Everyone.

On now or In progress includes active visits and their elapsed time. Checkout is available before a session ends when the session already has a price.

Just completed counts all work completed today but lists only services that still need checkout. Use Resume for an open sale or Checkout for priced work that has not been rung up.

Needs you collects decisions about deposits, reschedules, new ideas, unassigned work, and forms awaiting review from the last seven days. Counts follow your access to each area; access to everyone’s work includes their items too.

Collected is the amount the studio received on sales completed today, minus refunds. It excludes tips and deposits paid into an artist’s own account. It requires Checkouts → View (everyone) because it covers the studio’s sales, including work you were not assigned.

Unpaid is the balance across every open sale, including sales from earlier dates. Unpaid checkouts opens those sales. Open-cart balances require Checkouts → View. These totals require Sales and activity to report; today’s boundary uses the studio’s time zone. See which sales you can see for completed-sale access and the difference from report permissions.

On today follows the selected studio’s working schedules.

A waiting visit needs an assigned artist before Form Review. Reviewing requires Forms → Review together with Forms → View for assigned and unassigned work or Forms → View (everyone) for every artist’s work.

The agenda, waiting list, and booking requests mark customers who have flags or medical conditions. Medical indicators appear only to users who can view medical information. Waiting visits also identify minors and their guardian, and mark birthdays.

Use Get Started to finish setup. Share your pages opens booking, sign-in, and ideas links and QR codes; booking links can also be scoped to one studio or artist.

For a shared studio device, follow Time Clock setup.

Users with skills can turn on Focus from the account menu. Focus filters the agenda, booking requests, waiting customers, completed work, and Needs you links to that user’s work. It also includes unassigned services in categories covered by the user’s skills.

Studio-wide waiting and in-progress counts remain unchanged. Waiting to be assigned also stays studio-wide so unassigned work is not hidden.

Sections and actions follow your access to bookings, services, forms, ideas, and sales. Checkouts → View covers open-cart balances; the studio-wide Collected total requires Checkouts → View (everyone). See Roles & Permissions.